CreativeOne Wealth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
1,500
+190
| +15% | +$30.9K | 0.01% | 995 |
|
|
2025
Q1 | $240K | Sell |
1,310
-1,325
| -50% | -$243K | 0.01% | 940 |
|
|
2024
Q4 | $582K | Buy |
2,635
+443
| +20% | +$97.9K | 0.02% | 648 |
|
|
2024
Q3 | $565K | Buy |
+2,192
| New | +$565K | 0.02% | 584 |
|
|
2022
Q2 | – | Sell |
-2,648
| Closed | -$610K | – | 801 |
|
|
2022
Q1 | $610K | Buy |
+2,648
| New | +$610K | 0.03% | 377 |
|